See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $21,909 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $13,077 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,662 | $60,124-54.0% | $90,404-69.4% | $79,858-65.4% |
| Participation rate | 98.8% | 65.0%+33.9pp | 72.7%+26.2pp | 69.6%+29.2pp |
| Annual return | 16.89% | 71.94%-55.1pp | 1293.02%-1276.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,810 | $2,068-12.5% | $3,262-44.5% | $2,471-26.7% |
| Participant deferral / active EE | $3,298 | $2,938+12.2% | $3,963-16.8% | $3,740-11.8% |
| Admin fee / account holder | $267 | $3,976-93.3% | $5,611-95.2% | $5,306-95.0% |